Nasdaq - Delayed Quote
USD
Wasatch Ultra Growth (WAMCX)
36.15
-0.82
(-2.22%)
At close: October 30 at 8:08:35 PM EDT
Fund Summary
The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.
Wasatch Ultra Growth
Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor
Fund Overview
| Category | Small Growth |
| Fund Family | Wasatch |
| Net Assets | 398.85M |
| YTD Return | 5.84% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 2020 |
Fund Operations
| Last Dividend | 0.10 |
| Last Cap Gain | 0.00 |
|---|---|
| Holdings Turnover | 30.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WAMCX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
1.20% | 1.21% |
|
Prospectus Net Expense Ratio
|
1.20% | -- |
|
Prospectus Gross Expense Ratio
|
1.20% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | 5.40% |
|
Max Deferred Sales Load
|
-- | 1.27% |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
Morningstar Style Box
